Ask for contact details, opposing parties where relevant, a short matter summary, key dates, and preferred contact method. Warn users not to submit confidential documents until instructed. Conduct conflict checks before substantive advice and follow professional client-care rules.
Ask only enough to identify the general matter, jurisdiction, urgency, and parties needed for a conflict check; tell the person not to send confidential documents before you confirm a secure process. State your practice area and whether you can accept new work. Verify any applicable professional advertising and intake rules, and do not imply that an enquiry creates representation or that a particular outcome is likely.
If the person describes an imminent deadline or court date, identify it promptly and explain whether you can assess the matter in time. Do not solicit detailed confidential facts before the conflict check. If you cannot act, tell them quickly to seek another qualified lawyer or appropriate assistance.
Secure enquiry records and limit staff access. A KobStore page can describe practice areas and contact routes; create one and handle legal intake through your professional process.
